Our advice is driven by your greatest goals.
Together we'll build financial confidence.
Our passion is helping our clients. We challenge the status quo by committing to a higher industry standard. We don’t receive industry standard third-party compensation such as 12b-1 fee’s or sales commissions from mutual fund or insurance companies. So what does this mean for our clients? In a nutshell, lower investment related costs for our clients and it allows an unobstructed view of the investment landscape, unencumbered by the typical conflicts found in large financial institutions. Putting your interests first is more than just a worthy ambition, it is what we do.
401k Allocation and Management
Working with where your current 401k assets are held, we will work with you to determine the optimum investments to help you reach your goals. between the best investment options
Once we've helped you define your life's goals, sensible investment management become the engine that drives your journey.
If you’re like most investors, you’ve struggled to feel good about your investing. You’ve never really known when to buy and when to sell or when to make changes and when to sit still. It’s always felt more like random luck than a deliberate plan.
We’ve got a solution for that. At Rossi Financial Group, your investment activities are driven by a carefully considered strategy, which, in turn, is based on the academic evidence on how capital markets have thrived over the years – and how you as an investor can expect to thrive along with them. Our investment strategy connected with your personal financial goals guides your confident decision-making for:
That way, you can relax, knowing you’re making well-reasoned decisions for you and your family.
Accounts types include:
Estate & Tax Planning
Carefully working with your estate attorney or accountant, we will coordinate with them to attempt to reduce or eliminate uncertainties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses.
We strive to effectively use the tax code to your advantage. We work with your accountant and other tax professionals to minimize your tax liability, both now and in the future.
With our well-designed process and experience, we are your ally in preparing for and enjoying retirement.
Successful retirement planning is not just about accumulating assets, it’s about spending them meaningfully throughout your life. It’s about minimizing the guesswork involved in the most important retirement question: Am I on track for the retirement I envision?
Rossi Financial Group’s retirement planning services offer lifelong structure to guide you through accumulating, preserving and enjoying your family wealth. We help with:
Life Transition Planning
Whether a welcome windfall or uninvited misfortune, life transitions generate emotional, physical and financial stress. When you’re moving through a life transition, most financial decisions need not – and should not – be made in a hurried rush. We understand how important it is to begin life transitions by taking a step back. Creating space in which to relax, and time to reflect before you act. We’ll work with you to establish an environment of calm deliberation during:
Whether transition arrives in the form of good news or bad, we’re available to help.
A succession plan can greatly aid in allowing for timely settlement of your estate. Looking to transfer assets, a proper business succession plan requires sound preparation. Business owners seeking a smooth and equitable transition of their interests should seek to create a succession plan several years before they expect to retire.